Justin Huhn
Uranium analyst and co-host of the Going Nuclear podcast, providing commodity-focused analysis of uranium supply, demand, and fuel-cycle dynamics.
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Feb 19, 2026 • 1h 4min
Going Nuclear: How Uranium is Powering Portfolios with Trevor Hall & Justin Huhn
Trevor Hall, mining and commodities commentator, and Justin Huhn, uranium analyst, unpack why uranium and nuclear power matter now. They discuss AI-driven electricity demand and hyperscalers, the unique uranium supply–demand dynamics, reactor life extensions, SMRs and advanced designs, geopolitics and supply chains, and what could spark the next major move in uranium markets.
